BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.32M
3
+$4.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.62M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.07M

Top Sells

1
+$9.55M
2
+$3.67M
3
+$3.38M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 5.27%
3 Financials 5.07%
4 Consumer Discretionary 3.49%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$19K ﹤0.01%
560
577
$18K ﹤0.01%
200
578
$18K ﹤0.01%
138
579
$18K ﹤0.01%
114
580
$18K ﹤0.01%
601
581
$18K ﹤0.01%
435
582
$18K ﹤0.01%
10,000
583
$17K ﹤0.01%
63
584
$17K ﹤0.01%
1,089
585
$17K ﹤0.01%
550
586
$17K ﹤0.01%
259
-50
587
$17K ﹤0.01%
700
588
$17K ﹤0.01%
330
589
$17K ﹤0.01%
251
-52
590
$17K ﹤0.01%
600
591
$17K ﹤0.01%
267
-250
592
$17K ﹤0.01%
157
593
$17K ﹤0.01%
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594
$16K ﹤0.01%
150
595
$16K ﹤0.01%
350
596
$16K ﹤0.01%
335
597
$16K ﹤0.01%
142
-100
598
$16K ﹤0.01%
405
599
$16K ﹤0.01%
60
600
$16K ﹤0.01%
125
22 23
24
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